The Financial Planner and wealth manager Frenkel Topping has taken shares to market to finance further acquisitions in the personal injury and clinical negligence markets.

A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.

Financial Planners want to get up to speed with the FCA’s advice requirements for green financial products, according to a new survey.

Aegon has added risk managed portfolios to the range of investments Financial Planners can choose from on its platforms, its first available beyond a pension wrapper.

Investment platform Transact saw FUD for the quarter ending 30 June of over £37.71bn, an increase of 13.5% over the quarter and an increase of 5.1% over the financial year to date.

Income for the wealth manager and Financial Planner increased for both the quarter and year on year, driven by higher commissions due to increased trading activity and income from recent acquisitions of £5.2m.

Curtis Banks, the SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: rival SIPP and SSAS firm Talbot and Muir and fintech provider Dunstan Thomas.

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.

Flat fee wealth manager Bancroft Wealth has launched a campaign to highlight its view that financial advice is too expensive and fees based on a percentage of assets under advice are “unfair.”

The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’